Sales Professional - Outside Sales

Service Corporation International; Garden Grove (CA); On-site; USD 40,000 - 100,000; Full time

Job summary

A leading company in the funeral services industry is seeking a Re-Engagement Planning Advisor in Garden Grove, California. This role involves engaging prospective clients, scheduling appointments, and utilizing CRM software to support service excellence. Ideal candidates are compassionate, tech-savvy, and possess strong communication skills, with a focus on meeting personal and cultural needs through pre-planned services.

Benefits

Medical, Dental, Vision benefits

Flexible Spending Accounts

Health Savings Account with company contribution

Sick Leave

Short- and Long-Term Disability

Life Insurance

401(k) with company match

Employee Assistance Program

Qualifications

• Prior experience in At-Need funeral arrangements required.
• Bilingual candidates encouraged to apply.
• Willingness to travel to client homes.

Responsibilities

• Schedule After Care Visit appointments with families.
• Present Personal Planning Guides to families.
• Use Salesforce to manage client accounts.

Skills

Communication

Tech-savvy

Compassionate

Results-driven

Education

High School Diploma or equivalent

Tools

Salesforce

MS Office suite

Job description

Our associates celebrate lives. We celebrate our associates.

Consider the possibilities of joining a Great Place to Work!

The Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities include completing a training program which requires successfully completing coursework, passing exams, and demonstrating the appropriate skills to begin fulfilling the following responsibilities.

We are seeking a compassionate and results-driven sales representative to actively set appointments and engage prospective clients with purchasing pre-planned funeral services as well as pre-planned cemetery/mausoleum property to meet their personal and cultural needs. Take pride in service excellence and work within a technology-rich environment to support revenue quota achievement.

Job Responsibilities

1. Proactively schedule After Care Visit appointments with families previously served through our mortuary for At-Need services.

2. Communicate the importance and value of pre-planning by presenting Personal Planning Guides to families.

3. Use Salesforce to manage client accounts, track activity, and maintain follow-up.

Minimum Requirements

• Compassionate, results-driven, and adaptable, with strong communication skills.

• Tech-savvy and flexible; bilingual candidates are encouraged to apply.

• Willingness to travel to client homes or company locations. Weekend and evening availability may be required.

• Must have prior experience in At-Need funeral arrangements.

• Limited Life License will be required.

Education

• High School Diploma or equivalent

Licenses

• Ability to obtain and maintain insurance license as required by state/province.

• Current state/province issued driver’s license with an acceptable driving record.

Experience

• Sales or customer service experience preferred.

• Previous experience with Customer Relationship Management (CRM) sales systems preferred.

Knowledge, Skills, and Abilities

• Proficient in MS Office suite and CRM/social networking apps preferred.

• Professional demeanor and excellent communication skills.

• Bilingual abilities are a plus.

• Professional attire required when meeting with clients or representing the company.

• Availability to work evenings and weekends.

Work Conditions

Work Environment

• Indoor work during all seasons and weather conditions.

• Compliance with corporate dress code policy.

Work Postures

• Sitting for extended periods, up to 6 hours per day.

Physical Demands

• Manual dexterity required for paperwork, calculators, computers, and phone usage.

Work Hours

• Flexibility to work beyond standard hours as needed.

Compensation & Benefits

Salary: $18.00/hr (targeted first-year earnings of $40,000 - $100,000)

Benefits include Medical, Dental, Vision, Flexible Spending Accounts, Health Savings Account with company contribution, Sick Leave, Short- and Long-Term Disability, Life Insurance, Voluntary Accidental Death or Dismemberment Insurance, Dependent Life Insurance, SCI 401(k) with company match, and Employee Assistance Program.

Location: US-CA - Garden Grove, Postal Code: 92840, at Dimond & Shannon Mortuary.